Purchases and Sales Made in Q1 2024 in Meta Platforms, Inc. (META)
This table provides information about the institutional ownership of Meta Platforms, Inc. (META) during Q1 2024. The information is specifically focused on institutions that hold shares of Meta Platforms, Inc..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
740New |
$255K - $379K
|
740
$424K
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
737New |
$254K - $377K
|
737
$422K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
737+ 15.48% |
$254K - $377K
|
5.5K
$3.15M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
737+ 15.42% |
$254K - $377K
|
5.52K
$3.16M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
736+ 9.74% |
$254K - $377K
|
8.3K
$4.75M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
731+ 14.47% |
$252K - $374K
|
5.78K
$3.31M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
730New |
$251K - $374K
|
730
$418K
|
|
|
Sep 27, 2024
Q1 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
730+ 65.06% |
$251K - $374K
|
1.85K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
728+ 31.72% |
$251K - $373K
|
3.02K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
720+ 15.83% |
$248K - $369K
|
5.27K
$3.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
715New |
$246K - $366K
|
715
$410K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
711+ 49.0% |
$245K - $364K
|
2.16K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Sebold Capital Management, Inc.
Lisle, IL |
BUY
|
- |
711+ 52.94% |
$245K - $364K
|
2.05K
$1.18M
|
|
|
Apr 18, 2024
Q1 2024
|
Oak Thistle LLC
|
BUY
|
- |
711New |
$245K - $364K
|
711
$407K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
711+ 21.65% |
$245K - $364K
|
4K
$2.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
710+ 12.54% |
$245K - $364K
|
6.37K
$3.65M
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
709+ 9.25% |
$244K - $363K
|
8.37K
$4.8M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
703+ 11.68% |
$242K - $360K
|
6.72K
$3.85M
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
702+ 1.33% |
$242K - $360K
|
53.4K
$30.6M
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
701+ 59.81% |
$241K - $359K
|
1.87K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
699+ 7.14% |
$241K - $358K
|
10.5K
$6.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
697+ 3.86% |
$240K - $357K
|
18.8K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
697+ 68.74% |
$240K - $357K
|
1.71K
$981K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
692+ 1.79% |
$238K - $354K
|
39.3K
$22.5M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
690New |
$238K - $353K
|
690
$395K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
685+ 44.05% |
$236K - $351K
|
2.24K
$1.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
684+ 67.06% |
$236K - $350K
|
1.7K
$977K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
683+ 49.56% |
$235K - $350K
|
2.06K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
BUY
|
- |
681+ 10.08% |
$235K - $349K
|
7.44K
$4.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
679+ 38.84% |
$234K - $348K
|
2.43K
$1.39M
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
678+ 5.02% |
$234K - $347K
|
14.2K
$8.14M
|
|
|
Apr 22, 2024
Q1 2024
|
Eclectic Associates Inc
|
BUY
|
- |
672+ 93.2% |
$231K - $344K
|
1.39K
$798K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
BUY
|
- |
671+ 51.81% |
$231K - $344K
|
1.97K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
671+ 22.65% |
$231K - $344K
|
3.63K
$2.08M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
670+ 11.64% |
$231K - $343K
|
6.43K
$3.68M
|
|
|
Apr 25, 2024
Q1 2024
|
Kennicott Capital Management LLC
|
BUY
|
- |
669New |
$230K - $343K
|
669
$383K
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
666+ 90.12% |
$229K - $341K
|
1.41K
$805K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
665+ 12.42% |
$229K - $341K
|
6.02K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
661+ 3.58% |
$228K - $339K
|
19.1K
$10.9M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
660+ 13.48% |
$227K - $338K
|
5.56K
$3.18M
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
656+ 18.06% |
$226K - $336K
|
4.29K
$2.46M
|
|
|
May 13, 2024
Q1 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
653+ 110.12% |
$225K - $334K
|
1.25K
$714K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
650New |
$224K - $333K
|
650
$373K
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
650New |
$224K - $333K
|
650
$373K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
643+ 29.2% |
$221K - $329K
|
2.85K
$1.63M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
640New |
$220K - $328K
|
640
$367K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
639+ 1.86% |
$220K - $327K
|
34.9K
$20M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
639+ 68.49% |
$220K - $327K
|
1.57K
$901K
|
|
|
May 10, 2024
Q1 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
638New |
$220K - $327K
|
638
$366K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
637+ 70.7% |
$219K - $326K
|
1.54K
$881K
|